IT'S A MATTER OF MONEY

It’s a Matter of Money is a financial advisory firm trading under MRCL Wealth Pty Ltd. Jared Ebeling is the Managing Director and Senior Financial Planner, with 19 years of expertise. He holds a Bachelor of Business with a double major in Finance and Economics and a Diploma in Financial Services (Financial Planning), and was awarded the NAB Honour Award, given to the top 1% of NAB group employees worldwide. Bec Wightman is the Client Service Manager, and Emma Ebeling is the Technology, Public Relations and Marketing Manager.

It serves clients throughout the Coffs Harbour, Coffs Coast and North Coast regions, and can also visit Ballina, Maclean, Yamba, Grafton, Woolgoolga, Sawtell, Bellingen, Macksville, and Nambucca for meetings, or provide online consultations. Services include superannuation, retirement planning, personal insurance, investment strategies, Centrelink claim assistance, cashflow planning, tax planning, and debt management.

Investment strategy and retirement planning sit at the centre of the work described by clients of this Coffs Harbour firm. Jared Ebeling is named repeatedly across the feedback as knowledgeable, thorough and patient in understanding individual goals before devising tailored solutions. Customers keep returning to his knack for making complex financial concepts easy to grasp, whether the topic is superannuation, the aged pension or projected lifestyle costs. Sue, who runs the office, is likewise praised for her part in what clients describe as a strong working partnership.

The advice is consistently portrayed as personalised rather than generic, shaped around each household's particular situation. Several clients who have relied on the service for many years speak of feeling more like friends than customers. Communication stands out as a recurring strength, with thorough reporting and ready availability whenever questions arise. Reviewers also mention ethical and honest dealing, and one account credits the guidance with saving money while another links it to a relaxed and enjoyable retirement. Parking close to the office is noted as a convenience by at least one long-standing client.